 谷歌AGOOGL |
| 7.85% | 8.19% | $2,578.0万 | 7.2万股 | $2,717.9万 | 9.5万股 | -2.3万股-23.76% | 减仓 |
 微软MSFT |
| 5.87% | 7.73% | $1,929.1万 | 5.2万股 | $2,563.1万 | 6.9万股 | -1.8万股-25.27% | 减仓 |
 阿斯利康AZN |
| 4.93% | 6.84% | $1,618.5万 | 8.6万股 | $2,270.1万 | 11.7万股 | -3.1万股-26.20% | 减仓 |
 美敦力MDT |
| 4.35% | 5.16% | $1,429.8万 | 18.3万股 | $1,713.4万 | 19.8万股 | -1.5万股-7.58% | 减仓 |
| QQIAGENQGEN |
| 4.05% | — | $1,331.6万 | 34.0万股 | $0 | 0股 | +34.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 3.78% | 3.26% | $1,242.2万 | 3.1万股 | $1,080.9万 | 3.4万股 | -2,700股-7.94% | 减仓 |
 赛莱默XYL |
| 3.7% | 3.69% | $1,213.8万 | 10.3万股 | $1,225.8万 | 10.3万股 | +119股+0.12% | 加仓 |
 博通AVGO |
| 3.44% | 2.33% | $1,129.2万 | 3.0万股 | $771.8万 | 2.5万股 | +5,000股+20.04% | 加仓 |
| VVALMONT INDSVMI |
| 2.74% | 2.21% | $898.8万 | 1.6万股 | $733.7万 | 1.8万股 | -2,800股-15.25% | 减仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 2.63% | 3.14% | $864.6万 | 22.1万股 | $1,042.7万 | 28.4万股 | -6.3万股-22.02% | 减仓 |
 MSA安全MSA |
| 2.55% | 2.33% | $836.7万 | 4.8万股 | $772.4万 | 4.7万股 | +793股+1.68% | 加仓 |
 WASTE CONNECTIONSWCN |
| 2.5% | 2.9% | $820.5万 | 4.9万股 | $962.3万 | 5.9万股 | -1.0万股-16.88% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 2.4% | 2.28% | $787.9万 | 5.0万股 | $754.8万 | 5.5万股 | -4,857股-8.82% | 减仓 |
 耐克NKE |
| 2.3% | 2.77% | $755.7万 | 18.4万股 | $920.0万 | 17.4万股 | +1.0万股+5.74% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 2.22% | 2.59% | $729.5万 | 6.8万股 | $857.9万 | 9.5万股 | -2.8万股-28.89% | 减仓 |
 PALO ALTOPANW |
| 2.22% | 2.56% | $728.9万 | 2.1万股 | $850.4万 | 5.3万股 | -3.2万股-59.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.98% | 1.59% | $649.8万 | 1.8万股 | $527.5万 | 1.8万股 | 00.00% | 持仓不变 |
 IQVIAIQV |
| 1.98% | 1.83% | $649.0万 | 3.4万股 | $606.7万 | 3.6万股 | -2,000股-5.62% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.89% | 1.59% | $621.1万 | 8.3万股 | $526.4万 | 8.1万股 | +2,193股+2.71% | 加仓 |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 1.89% | — | $620.0万 | 52.2万股 | $0 | 0股 | +52.2万股 | 新买入 |
 布鲁克BRKR |
| 1.88% | 2.16% | $617.5万 | 10.3万股 | $717.7万 | 19.9万股 | -9.6万股-48.39% | 减仓 |
 CARRIER GLOBALCARR |
| 1.85% | 1.41% | $608.4万 | 8.3万股 | $467.3万 | 8.3万股 | 00.00% | 持仓不变 |
| AAVIENTAVNT |
| 1.8% | 1.97% | $592.5万 | 16.0万股 | $654.3万 | 18.0万股 | -2.0万股-10.99% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.76% | 1.83% | $578.4万 | 1.3万股 | $608.1万 | 1.3万股 | +50股+0.40% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.71% | 2.96% | $561.5万 | 13.2万股 | $982.2万 | 15.7万股 | -2.5万股-15.96% | 减仓 |
 芝加哥商品交易所CME |
| 1.6% | 2.12% | $524.8万 | 2.4万股 | $701.9万 | 2.4万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.6% | 1.12% | $524.7万 | 1.1万股 | $371.9万 | 1.1万股 | 00.00% | 持仓不变 |
 LENNARLEN |
| 1.55% | 1.41% | $508.1万 | 5.7万股 | $467.6万 | 5.7万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.46% | 0.89% | $480.6万 | 6,647股 | $296.7万 | 8,688股 | -2,041股-23.49% | 减仓 |
 哈特福德·INSURANCEHIG |
| 1.38% | 1.96% | $451.9万 | 3.4万股 | $650.7万 | 4.8万股 | -1.4万股-29.14% | 减仓 |
 VisaV |
| 1.23% | 1.04% | $402.4万 | 1.2万股 | $345.8万 | 1.1万股 | +300股+2.62% | 加仓 |
 苹果AAPL |
| 1.01% | 0.85% | $330.4万 | 1.1万股 | $281.0万 | 1.1万股 | +350股+3.16% | 加仓 |
 CLEAN HARBORSCLH |
| 1% | 0.95% | $328.4万 | 1.1万股 | $315.5万 | 1.1万股 | 00.00% | 持仓不变 |
| RREGAL REXNORD COMRRX |
| 0.93% | 0.3% | $306.8万 | 1.3万股 | $100.8万 | 5,386股 | +7,500股+139.25% | 加仓 |
 思科CSCO |
| 0.92% | 0.61% | $303.7万 | 2.6万股 | $200.7万 | 2.6万股 | 00.00% | 持仓不变 |
| TTOPBUILD CORBLD |
| 0.86% | 0.52% | $283.5万 | 8,000股 | $173.7万 | 4,000股 | +4,000股+100.00% | 加仓 |
 林德LIN |
| 0.85% | 0.64% | $278.5万 | 5,368股 | $211.9万 | 4,277股 | +1,091股+25.51% | 加仓 |
 FEDERAL SIGNALFSS |
| 0.74% | 0.62% | $244.5万 | 1.9万股 | $206.0万 | 1.9万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.66% | 0.52% | $215.7万 | 5,750股 | $173.1万 | 6,233股 | -483股-7.75% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.62% | 0.6% | $203.7万 | 8,591股 | $200.3万 | 8,591股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.62% | 0.73% | $203.5万 | 1.3万股 | $242.4万 | 1.3万股 | 00.00% | 持仓不变 |
 ACUITYAYI |
| 0.6% | 0.44% | $197.2万 | 5,236股 | $146.6万 | 5,236股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.55% | 0.7% | $181.0万 | 1.5万股 | $231.3万 | 1.5万股 | 00.00% | 持仓不变 |
 MUELLER WTR PRODSMWA |
| 0.53% | 0.53% | $174.1万 | 6.7万股 | $174.9万 | 6.4万股 | +3,808股+5.99% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.51% | 0.36% | $168.3万 | 1.1万股 | $118.7万 | 1.3万股 | -1,800股-14.06% | 减仓 |
| JJACKSON FINANCIALJXN |
| 0.47% | 0.48% | $153.6万 | 1.5万股 | $158.6万 | 1.5万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.44% | 0.46% | $144.0万 | 2.5万股 | $151.6万 | 2.5万股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.42% | 0.38% | $138.3万 | 9,666股 | $126.7万 | 9,666股 | 00.00% | 持仓不变 |
 IDEXIEX |
| 0.41% | 0.34% | $133.8万 | 5,900股 | $111.8万 | 5,900股 | 00.00% | 持仓不变 |
 STANTECSTN |
| 0.39% | 0.44% | $126.9万 | 1.8万股 | $145.8万 | 1.7万股 | +1,185股+6.86% | 加仓 |
